IHT & Trust Assistant Manager – In-house

Brewer Morris; Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial services company in Greater London is seeking an In-house Trust & Estate Tax Assistant Manager to join its growing Tax Compliance team. This role emphasizes UK trust and estate tax compliance and related reporting. Responsibilities include submitting tax returns and managing registrations. Candidates should have experience in tax compliance and relevant qualifications such as ATT or ACCA. The position offers exposure to broader tax services within a dynamic team environment.

Qualifications

• Experience in a tax compliance environment is required.
• Familiarity with tax software is important.
• Part or fully qualified in ATT, ACCA, ACA, or STEP is preferred.

Responsibilities

• Prepare and submit UK Trust & Estate tax returns.
• Manage Trust Registration Service filings and updates.
• Handle capital gains reporting on UK property disposals.
• Liaise with HMRC regarding penalties and queries.
• Support additional tax services as needed.
• Maintain accurate records for compliance.

Skills

Tax compliance experience

Attention to detail

Multitasking

Education

ATT, ACCA, ACA, or STEP qualification

Tools

CCH or similar tax software

Job description

In-house Trust & Estate Tax Assistant Manager

Overview

Join a growing Tax Compliance team that supports a diverse portfolio of clients across multiple jurisdictions. This role focuses on UK trust and estate tax compliance, inheritance tax, and related reporting obligations, while also providing exposure to wider corporate and international tax services.

Key Responsibilities

• Prepare and submit UK Trust & Estate Tax Returns and Inheritance Tax forms (IHT100) to HMRC.
• Manage Trust Registration Service (TRS) filings, annual declarations, and updates.
• Handle capital gains reporting on UK property disposals.
• Liaise with HMRC on penalties and queries.
• Support additional tax services such as ATED, CIS, and offshore tax filings as needed.
• Maintain accurate records and ensure compliance with internal controls and regulatory requirements.

Requirements

• Previous experience in a tax compliance environment.
• Familiarity with CCH or similar tax software (training provided if needed).
• ATT, ACCA, ACA, or STEP qualification (part or fully qualified preferred).
• Strong attention to detail and ability to manage multiple deadlines.

Please note our advertisements use PQE/salary levels purely as a guide. However, we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.

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